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🚧 These docs are a work in progress. The information here may not be complete or accurate.

Lead Page

The Lead Page is a public URL for your school. Anyone can visit it without logging in to Kanri. Prospective members use it to submit their contact details, optionally pick a trial class, and optionally sign a waiver before their first visit.

When someone completes the form, Kanri automatically creates a member profile for them with the type set to Lead.

What the Lead Page looks like

Section titled “What the Lead Page looks like”

The Lead Page walks prospective members through a multi-step form. The exact steps depend on your settings, but the flow is:

  1. Welcome — a brief introduction with your school’s name and your custom welcome message. The visitor selects who they are registering for: themselves (adult), themselves (under 18), or their child.
  2. Personal details — name, email, and phone number. For a child, the parent’s details are collected first, then the child’s name, birthday, and sex.
  3. Program selection — if your school has multiple programs marked as visible on the lead page, the visitor picks which one(s) they are interested in. If only one program is available, this step is skipped.
  4. Trial booking — if you have trial bookings enabled, the visitor picks a class session. Only sessions from programs marked as visible on the lead page are shown, and only sessions that have trial bookings available. If no eligible sessions exist, this step is skipped automatically.
  5. Waiver — if waivers are enabled, the visitor signs your waiver before their first class.
  6. Additional details — a free-text field where the visitor can share anything helpful: health conditions, previous experience, questions.
  7. Confirmation — a summary of what was submitted and what happens next.

What’s in this section

Section titled “What’s in this section”
Enable the Lead Page Turn on the Lead Page and write your welcome message.
Configure the Lead Page Enable trial bookings and waiver signing.
Share Your Lead Page Find your Lead Page URL and share it.

Next steps

Section titled “Next steps”
  • View and Manage Leads — see who has submitted the form and follow up
  • Programs — control which programs appear on the lead page with the “Show on Lead Page” toggle